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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,282 | $134,001-58.0% | $112,258-49.9% | $134,509-58.2% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -14.38% | 47.15%-61.5pp | 27.47%-41.8pp | 418.13%-432.5pp |
| Employer contribution / active EE | $2,309 | $4,039-42.8% | $3,636-36.5% | $4,741-51.3% |
| Participant deferral / active EE | $5,444 | $5,291+2.9% | $4,728+15.1% | $6,400-14.9% |
| Admin fee / account holder | $788 | $7,491-89.5% | $6,411-87.7% | $11,427-93.1% |